Technical Account Executive - Sales (vCIO Path)

Description

About Lockstep

At Lockstep, we believe great technology isn’t just about infrastructure - it’s about impact. We partner with organizations to deliver innovative, secure, and scalable IT solutions that empower their success. From network security to cloud infrastructure, we take the complexity out of IT so our clients can focus on what they do best. We’re a team that values action and collaboration. We take ownership, put customers first, work as one team, and never stop learning. If you’re looking for a place where your work truly makes a difference, Lockstep is the place to be.

About this role

In this role, you will support Ocean Computer Group’s client base, focusing on client retention, technology strategy, IT budgeting, lifecycle planning, cybersecurity alignment, and driving growth through project and recurring services. While client advocacy and support are central to the role, this is also a revenue-generating position with expectations around expanding existing client relationships through consultative solution development.

This is a client-facing, growth-oriented role that blends technical expertise with business and sales responsibility, offering a path toward a more advanced vCIO function over time.

What you’ll own

• Lead cadence calls and Technology Review Meetings to develop and maintain IT roadmaps aligned to client goals.
• Identify and support cross-sell and upsell opportunities; collaborate with internal teams to deliver project and recurring service solutions.
• Support IT budgeting and provide clients with clear visibility into technology investments.
• Manage the technology lifecycle, including hardware refreshes, licensing, and renewals.
• Drive adoption of cybersecurity solutions and support alignment with insurance and compliance requirements.
• Serve as a trusted advisor and primary point of contact, ensuring client satisfaction and acting as an escalation point as needed.
• Other related duties as assigned
• Supervisory responsibilities: None

Requirements

What we’re looking for

• College Degree preferred (i.e. Computer Science, Computer Information Systems, etc.), or, equivalent years of experience in a directly related field
• 5+ years of experience in MSP, IT consulting, or IT management (*experience at an MSP strongly preferred)
• Highly competitive and self-motivated with the ability to deliver results quickly
• Team player
• Strong understanding of IT infrastructure, cloud technologies, and cybersecurity
• Executive-level communication and presentation skills
• Experience with budgeting, planning, and compliance frameworks
• Self-motivated with the ability to work in a fast-paced and constantly changing environment
• Familiarity with ConnectWise is preferred

*Must be eligible to work in the U.S. without the need for visa sponsorship, now or in the future.

*Employment is contingent upon the successful completion of a background check and drug screen.

What to expect

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this job.

Office environment: prolonged sitting at a desk and using a computer, must be able to lift at least 15 pounds, and be able to work in an office with other employees.

Equal Opportunity Employer

Lockstep Technology Group is proud to be an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.